Jasper Ridge Partners, L.P.
Jasper Ridge Partners, L.P. is a privately owned and independently managed wealth advisor and asset management firm specializing in customized investment solutions for prominent families, foundations, and global institutions. Based in Menlo Park, California, and founded in 1995, the firm serves individuals and institutions by managing tailored investment vehicles, offering both discretionary and advisory services. Jasper Ridge Partners manages over $40 billion in assets and employs around 93 professionals, providing expertise across both traditional and alternative asset classes including hedge funds, private equity, venture capital, real assets, and co-investments. They develop and implement estate and charitable giving plans and also provide investment services to charitable foundations.
Investment Strategy
Jasper Ridge Partners' investment strategy combines discretionary management of assets through bespoke investment vehicles for each client, including open-end and closed-end pooled funds designed for institutions and individuals. The firm invests broadly in U.S. and foreign securities, utilizing traditional and alternative asset classes such as public equities, fixed income, cash equivalents, real assets, natural resources, private equity, venture capital, private debt, and derivative instruments. They seek to maximize expected returns on a risk and liquidity-adjusted basis, including primary and secondary transactions in pooled vehicles, co-investments, and direct ownership in fund sponsors. Their approach incorporates rigorous hedging—such as foreign currency hedging—leverage, and exposure management, all tailored to each client's objectives and liquidity needs.
Top Holdings
Equity Positions (146)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 29.40% | $1.18B | 1,892,497 | $493.52 | $620.90 | +$329.7M |
V VEA | VANGUARD TAX-MANAGED INTL FD | 21.84% | $872.6M | 15,306,034 | $48.55 | $57.01 | +$305.4M |
I IWD | ISHARES TR | 12.27% | $490.4M | 2,524,684 | $154.01 | $194.23 | -$12.9M |
V VWO | VANGUARD INTL EQUITY INDEX F | 7.74% | $309.5M | 6,256,903 | $45.76 | $49.46 | +$157.1M |
S SCHP | SCHWAB STRATEGIC TR | 4.87% | $194.5M | 7,290,550 | $26.07 | $26.68 | -$15.5M |